Nine agents, each with one job, working your pipeline while you sleep.
Each agent watches your data for its own trigger, does one job well and leaves a paper trail. All of them start switched off.
Identify
Find the companies worth your time.
Lead Intake Agent
Never let a hot lead sit unnoticed
Watches newly identified visitors as they resolve to real companies and flags any that cross your hot-lead score threshold with a follow-up task, so a warm visitor becomes a task within minutes.
Target Company Discovery Agent
Never start prospecting from a blank spreadsheet
Searches the live web for new prospect companies matching your criteria (count, frequency, time of day, industry and location) and imports genuinely new matches straight in as Prospects.
Visitor Enrichment Agent
Never leave a real lead with a blank contact card
Once a company your traffic surfaced shows genuine engagement, not a single-page bounce, it looks up a named contact, email, phone and address and links it to the record. Available on plans that include it.
Engage
Follow up while the lead is still warm.
Lead Nurture Agent
Keep warm leads from going cold
Finds warm contacts and companies that have gone quiet and drafts a personalized follow-up email grounded in what they did on your site. Sent as a draft for review by default; auto-send is opt-in per workspace.
Reactivation Agent
Win back the leads email can't reach anymore
Texts truly dormant leads, the ones who have been quiet for a long stretch and stopped opening email, with a short, low-pressure reconnect nudge by SMS.
Deal Progression Agent
Move deals when the rules say to, not when someone remembers
Runs your own Workflow rules (lead-score thresholds, renewal windows, health-score triggers) in the background on a fixed schedule, moving deals along the pipeline and logging an AI-written summary of what changed and why.
Keep
Look after the accounts you've won.
Customer Health Agent
Catch quiet churn risk before it's a surprise
Tracks engagement recency for every customer account and flags churn risk only when it's genuinely necessary. No noisy alerts for accounts that are perfectly fine.
Renewal Agent
No renewal date ever sneaks up on you
Drafts a renewal recap as a customer's renewal date approaches, and escalates it urgently the moment the Customer Health Agent has flagged that account as high-risk. It's the one place two agents read each other's work.
Reporting Agent
Nobody should have to ask “how are we doing?”
On its own schedule, summarizes new leads, deals won or lost and pipeline value into a short, readable report, so the state of the business is one click away without exporting a spreadsheet.
Every agent leaves a trail. Nothing runs silently.
Turn any agent on and it starts logging. Every follow-up task, drafted email, sent text and imported prospect shows up on your Agents page, timestamped and attributed to the agent that did it. You decide how much autonomy each agent gets.
- Off by default: you choose which agents run, per workspace
- Draft-first for anything that leaves your CRM
- Isolated per tenant, so your agents only ever touch your own database
Turn on your first agent in minutes.
Start on the free plan, no card required. All nine unlock the moment you upgrade.